Unclaimed
Sandra Amy Testani is a financial advisor with over 20 years of experience in the industry. Sandra is currently registered with American Century Investment Services Inc. in Missouri and New York and has been with them since 2015. Prior to her current role, Sandra worked for Sanford C. Bernstein & Co., LLC in New York and American Skandia Marketing, Inc. in Shelton, Connecticut. She is a Series 6, 7, 31, and 66 licensed professional and holds the SIE certification. Sandra is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
NY
04/28/2015 - Present
American Century Investment Services Inc. (NEW YORK NY)
NY
02/12/2001 - 03/12/2015
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
CT
03/06/2000 - 09/20/2000
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
BOTH
Issued 10/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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